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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,516 | $142,361+21.2% | $119,608+44.2% | $134,509+28.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.89% | -12.46%-4.4pp | -14.98%-1.9pp | 418.13%-435.0pp |
| Employer contribution / active EE | $9,900 | $5,224+89.5% | $4,232+133.9% | $4,741+108.8% |
| Participant deferral / active EE | $14,646 | $6,468+126.4% | $5,601+161.5% | $6,400+128.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |